Filed November 9, 2005 (most recent of 5 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $720,706 |
Service code 16 · EIN 26-1429809 | Consulting | $90,629 |
CLIFTONLARSONALLEN LLP2+ years Service code 10 · EIN 41-0746749 | Accounting | $27,098 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $6,332 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,464 | $65,292+161.1% | $88,497+92.6% | $65,292+161.1% |
| Participation rate | 96.7% | 72.4%+24.3pp | 82.4%+14.3pp | 72.4%+24.3pp |
| Annual return | 4.72% | 11.84%-7.1pp | 7.63%-2.9pp | 11.84%-7.1pp |
| Employer contribution / active EE | $2,322 | $2,302+0.9% | $4,036-42.5% | $2,302+0.9% |
| Participant deferral / active EE | $9,360 | $3,579+161.6% | $4,899+91.1% | $3,579+161.6% |
| Admin fee / account holder | $72 | $57+25.4% | $6,220-98.8% | $57+25.4% |